RPCA
Running Point Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-268
| Closed | -$23.7K | – | 184 |
|
|
2024
Q4 | $23.7K | Hold |
268
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $23.6K | Hold |
268
| – | – | 0.01% | 125 |
|
|
2024
Q2 | $21.7K | Hold |
268
| – | – | 0.01% | 120 |
|
|
2024
Q1 | $22.5K | Hold |
268
| – | – | 0.01% | 119 |
|
|
2023
Q4 | $20.8K | Hold |
268
| – | – | 0.01% | 128 |
|
|
2023
Q3 | $18.6K | Hold |
268
| – | – | 0.01% | 125 |
|
|
2023
Q2 | $19.6K | Hold |
268
| – | – | 0.01% | 127 |
|
|
2023
Q1 | $18.7K | Hold |
268
| – | – | 0.01% | 126 |
|
|
2022
Q4 | $18.1K | Hold |
268
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $17K | Hold |
268
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $17K | Hold |
268
| – | – | 0.01% | 194 |
|
|
2022
Q1 | $21K | Hold |
268
| – | – | 0.01% | 185 |
|
|
2021
Q4 | $22K | Sell |
268
-132
| -33% | -$10.8K | 0.01% | 100 |
|
|
2021
Q3 | $31K | Hold |
400
| – | – | 0.01% | 139 |
|
|
2021
Q2 | $32K | Hold |
400
| – | – | 0.01% | 125 |
|
|
2021
Q1 | $30K | Hold |
400
| – | – | 0.02% | 111 |
|
|
2020
Q4 | $27K | Buy |
+400
| New | +$27K | 0.02% | 101 |
|